Phillip O'Brien Email
Financial Consultant @ Fidelity Investments
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Phillip O'Brien Location
- Boston, MA, US
Phillip O'Brien Work
- 2024 -now Financial Consultant @
- 2020 -2024 Investment Solutions Consultant @
- 2019 -2020 Portfolio Specialist @
- 2018 -2019 Financial Consultant @
- 2014 -2018 Financial Advisor @
- 2010 -2014 Investment Specialist @
Phillip O'Brien Education
- Bridgewater State University
Bachelor of Science (Business Management)
2004-2009 - 関西大学 / Kansai University
Phillip O'Brien Skills
- Series 63
- Public Speaking
- Fixed Annuities
- Fixed Income
- Bonds
- Insurance
- Retirement Planning
- Sales
- Manage Client Relationships
- Portfolio Management
- Financial Modeling
- IRAs
- Investments
- US Treasuries
- Variable Annuities
- Institutional Investments
- Series 66
- Asset Allocation
- Asset Managment
- Financial Services
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- FINRA
- Investment Strategies
- Bloomberg Terminal
- Proposal Writing
- Asset Management
- Fixed Income Strategies
- Customer Service
- Financial Analysis
- Series 7
- Financial Statements
- ETFs
- Municipal Bonds
- Trading
- Retirement
- Grant Writing
- CRPC
- Workshop Facilitation
- Structured Products
Phillip O'Brien Summary
- Phillip O'Brien, based in Boston, MA, US, is currently a Financial Consultant at Fidelity Investments. Phillip O'Brien brings experience from previous roles at Fidelity Investments, Santander US and Merrill Edge. Phillip O'Brien holds a 2004 - 2009 Bachelor of Science in Business Management @ Bridgewater State University. With a robust skill set that includes Series 63, Public Speaking, Fixed Annuities, Fixed Income, Bonds and more. Phillip O'Brien has 3 emails on RocketReach.
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Top Fidelity Investments Employees
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Kristin White
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Michael Wilens
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Tim Codrington
Managing Director of Research
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Edmond Holohan
Chief Product Owner Application Security
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Mike Pegnato
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Abby Johnson
Chairman and Chief Executive Officer
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Michael O'Reilly
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